Huawei Sees AI Agent Boost To GPU, CPU Businesses

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Huawei has told partners in mainland China that it expects autonomous agents such as OpenClaw to boost its specialised AI processors as well as general-purpose chips.

The company, which has been under US sanctions for years, has built itself into one of the main competitors to Nvidia in China in the development of AI accelerator GPUs and related products, in addition to chips for smartphones and other purposes.

At its China Partner Conference, Huawei said it would launch an agent development platform called AgentArts on 30 April for beta-testing, followed by a general release of the open-source tool on 30 May.

Image credit: Microsoft

AI agents

The platform is intended to speed up the development of agents by more than 60 percent, Huawei said.

Executive director Wang Tao said at the conference that AI agents have moved rapidly into large-scale deployments, with OpenClaw in particular becoming a widespread phenomenon over the past month or so.

He said agents have driven an exponential increase in token consumption, demand for which Huawei aims to meet with its Ascend AI chips and Kunpeng general-purpose CPUs.

Wang said this year Huawei would open up its hardware, including modules, standard cards, servers and supernodes, to partners for collaborative development.

Computing boom

Huawei vice president Ma Haixu said Huawei was positioning itself to benefit from the AI agent-powered surge in general-purpose computing with its Kunpeng 920C, 950 and 960, along with its Taishan supernode clusters.

Wang said Huawei’s revenue from enterprise and government business in China exceeded 100 billion yuan (£10.8bn) for the first time last year amid rising demand for computing services and infrastructure.

The company showed 880bn yuan in revenues last year, the second-highest in its history after the 891bn yuan it registered in 2020 amid initial US sanctions.



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